I recently got to know that long time star writer at The Atlantic Derek Thompson has s Substack. His most recent post Whose ...
This article will be a short one. In [Does Eliminating Unprofitable Small Caps Improve Long Term Small Cap Index Performance?], I wanted to find out if we get better returns if we are able to have a ...
I managed to have a few conversations this week that sort of involved investing. One of them is a friend who is an adviser at one of the big 3 insurance firms. Another is my friend Rusmin from Fifth ...
Rene Sellmann has a YouTube channel but keeps most of his Substack talking about what goes on in his personal portfolio. In this article, Rene writes out the intellectual arguments he had with his ...
A month ago, the share prices of a few cybersecurity stocks such as Palo Alto(PANW), Crowdstrike (CRWD), Checkpoint (CHKP), Zscaler (ZS), Fortinet (FTNT) was pretty weak. Since then, CHKP, FTNT are ...
I went out for lunch with a long time friend of mine (and a reader of my blog in some ways). We were keeping each other updated about how life has been, discussing about moving away from renting to ...
Last year in May 2024, I bought a Dell Optiplex Micro 7040 off a Carousell Seller. This is how a Micro looks like: The Micro is a series of computer form factor that is very small, running off laptop ...
I was not too happy with my shoddy comparison which is cheaper if you choose Tiered Pricing or Fixed Pricing if you are on Interactive Brokers Pro plan. (IBKR Lite is Now Available to Interactive ...
So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under Temasek have been structuring this bond for the last ...
Last week, I wrote an article about why and how sometimes we need to take a step back and look deeper into the fundamental drivers of a systematic fund I invested in, the Avantis Global Small Cap ...
I first notice Saga Partners during the frantic investment period coming out of Covid-19 (man that was so far away now…) Sagar Partners is a Registered Investment Adviser (RIA) that manages an ultra ...
In December last year, I made a post introducing US ETF company Avantis establishing a presence in the UCITS markets. You can read Reviewing Avantis Global Equity and Global Small Cap Value UCITS ETFs ...